Clearstead Advisors’s Eversource Energy ES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $96.2K | Buy |
1,512
+817
| +118% | +$52K | ﹤0.01% | 1070 |
|
|
2025
Q1 | $43.2K | Buy |
695
+115
| +20% | +$7.15K | ﹤0.01% | 1204 |
|
|
2024
Q4 | $33.3K | Sell |
580
-216
| -27% | -$12.4K | ﹤0.01% | 1257 |
|
|
2024
Q3 | $54.1K | Buy |
796
+160
| +25% | +$10.9K | ﹤0.01% | 1186 |
|
|
2024
Q2 | $36.1K | Buy |
636
+624
| +5,200% | +$35.4K | ﹤0.01% | 1238 |
|
|
2024
Q1 | $736 | Sell |
12
-144
| -92% | -$8.83K | ﹤0.01% | 1426 |
|
|
2023
Q4 | $9.63K | Sell |
156
-372
| -70% | -$23K | ﹤0.01% | 1064 |
|
|
2023
Q3 | $30.7K | Buy |
528
+488
| +1,220% | +$28.4K | ﹤0.01% | 957 |
|
|
2023
Q2 | $2.84K | Hold |
40
| – | – | ﹤0.01% | 1107 |
|
|
2023
Q1 | $3.13K | Sell |
40
-78
| -66% | -$6.11K | ﹤0.01% | 1076 |
|
|
2022
Q4 | $9.89K | Buy |
118
+73
| +162% | +$6.12K | ﹤0.01% | 903 |
|
|
2022
Q3 | $4K | Buy |
+45
| New | +$4K | ﹤0.01% | 993 |
|
|
2021
Q4 | – | Sell |
-45
| Closed | -$4K | – | 1317 |
|
|
2021
Q3 | $4K | Sell |
45
-32
| -42% | -$2.84K | ﹤0.01% | 1045 |
|
|
2021
Q2 | $6K | Buy |
+77
| New | +$6K | ﹤0.01% | 850 |
|
|
2021
Q1 | – | Sell |
-35
| Closed | -$3K | – | 1135 |
|
|
2020
Q4 | $3K | Buy |
+35
| New | +$3K | ﹤0.01% | 847 |
|